Overview
- Apple and Google confirm a multiyear collaboration placing Gemini at the core of Apple’s next Foundation Models and a Siri overhaul, with Alphabet repeatedly calling Google Apple’s “preferred cloud provider.”
- Alphabet declined to address an investor’s question about the partnership during its earnings call, offering no operational or commercial specifics beyond prepared remarks.
- Apple continues to state that Apple Intelligence runs on-device and via Private Cloud Compute with its privacy guarantees, and Tim Cook said the upgraded Siri will not access users’ Gmail.
- Multiple reports suggest a phased rollout: an iOS 26.4 beta this month for initial Siri upgrades on Apple’s PCC, with a more capable chatbot-style version later that could run on Google Cloud TPUs.
- Financial and technical terms remain unconfirmed, including Bloomberg’s reports of roughly $1 billion per year and a ~1.2 trillion-parameter custom model, and open questions persist about Google’s data visibility and the future of Apple’s existing ChatGPT handoff.